Salesforce Skill
A comprehensive Salesforce CRM skill that enables chat-based management of contacts, accounts, opportunities, leads, cases, and more. Features include SOQL queries, CRUD operations, pipeline reporting, task management, and bulk CSV import/export capabilities.
🚀 The Salesforce Skill for Moltbot brings your CRM directly into chat. Manage contacts, accounts, opportunities, leads, and cases through simple conversation. Query records with SOQL, create or update data, generate pipeline reports, and handle bulk operations—all without leaving your chat interface.
💡 Perfect for sales teams needing quick access to customer data, pipeline visibility, and task management. Log calls, track stale leads, monitor closing opportunities, and import/export data via CSV. Streamline your workflow with natural language commands instead of navigating Salesforce manually.
✨ Easy setup with Salesforce CLI authentication, optional workspace configuration, and a helpful script for common workflows. Customize for your unique business objects and processes while maintaining full CRM control through conversational AI.
Requirements
No additional requirements.